@Shyon:$ServiceNow(NOW)$ ServiceNow (NOW) has recently moved onto my accumulation list as the company continues to prove that it is becoming one of the biggest beneficiaries of enterprise AI adoption. While many investors focus on AI infrastructure names, I believe the next phase of the AI cycle will be driven by software companies that can successfully monetize AI at scale. ServiceNow appears to be executing that strategy exceptionally well. One of the key reasons I started collecting NOW is the company's decision to raise its full-year Now Assist AI revenue target by 50%, from $1 billion to $1.5 billion. Management highlighted that customer demand for AI Agent solutions has significantly exceeded expectations, with larger deal sizes and stronger re